Snapshots docs

Snapshots documentation

Oceanblok Snapshots emails a monday.com board as Excel or CSV on a schedule, keeps every copy, and tells people what changed since last time. These pages explain how each part works.

• Getting startedAdd the board view, connect your account and send your first snapshot.
• SchedulesColumns, groups, timing, time zones, pausing and deleting.
• Emails and recipientsWhat people receive, the change summary, large files and unsubscribing.
• History and trendsOpen the board as it was on any date and follow statuses over time.
• Roles and admin controlsWho can see and change what, taking over schedules and account settings.
• Plans and billingWhat each plan includes, the trial, downgrades and uninstalling.

The short version

1. Open a board and add the Oceanblok Snapshots board view.
2. Click Connect monday once, so schedules can run while you're away.
3. Click New schedule, choose columns, timing and recipients, and save.
4. Each run emails the file and adds a copy to the History tab.